LAOCX Mutual Fund

NAV$10.93

Returns Overview

1 Month
-0.27%
3 Months
-0.46%
6 Months
-1.00%
YTD
-1.09%
1 Year
+2.27%
3 Years (annualized)
+2.71%
5 Years (annualized)
+0.40%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAOCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.09%
Peer Avg (YTD)
+0.99%
vs Peers
-2.08%

LAOCX Mutual Fund Performance

LAOCX performance across multiple time periods: 1-month -0.27%, YTD -1.09%, 1-year 2.27%, 3-year 2.71%, 5-year 0.40%, 10-year 1.63%.

LAOCX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

LAOCX performance comparison shows side-by-side returns with another fund. LAOCX alternatives are available in the Mutual Fund Screener.